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Home / Best Practice

Best Practice

Videos

Video interview: New mutual insurer enters the market

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2025 FPI Convention Highlights with Lelané Bezuidenhout and Ronald Matande

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Interview with Nicola Langridge, 2025 Financial Planner of Year

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MBSE opens 2026 qualification applications with early-access incentive

Prospective students can jump-start their 2026 studies with early course access and benefit from a 50% discount on MBSE’s full suite of COB modules until 31 December.

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ESC Micro-Credentials: build skills that matter in today’s workplace

ESC’s online Micro-Credentials give professionals hands-on skills in cybersecurity, AI, DEI, and more, helping them respond to real-world challenges.

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Hit the ground running in 2026: MBSE COB modules half price

Don’t wait for New Year’s resolutions – build or refresh your competence in financial services with MBSE’s nine COB modules.

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Planners as influencers: how to grow reach without losing trust

Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.

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Meet the people behind MBSE’s qualifications at the November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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Nicola Langridge is the 2025 Financial Planner of the Year

Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.

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FSCA is aligning its work with COFI before the Bill becomes law

The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.

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Advice is evolving from transactions to trusted relationships

The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.

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Tech, sustainability, and transparency will be currency of financial advice

The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.

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From spouses to parents: understanding medical scheme dependants

This edition of Cover to Cover explains medical scheme dependant rules, required documentation, and how advisers can help clients keep their families covered.

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Family-wide gap cover: a budget lifeline for single-income households

For single parents, a ‘one-family, one-premium’ gap policy turns unpredictable medical shortfalls into a fixed monthly cost, protecting household cashflow.

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Plan your next career move at MBSE’s November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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Why using the correct IRP5 source code matters for SA expats

Incorrect source codes trigger unnecessary tax for hundreds of expatriates. The result is lost refunds or large tax bills.

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MBSE’s Virtual Open Days include new BCom in Financial Management

Across three days in November, aspiring and current financial services professionals can explore MBSE’s suite of accredited qualifications.

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MBSE launches tailored CPD packages for F&I professionals

MBSE combines conduct and regulatory modules with customer-service training – and offers discounts up to 30% for bundled purchases.

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The future of healthcare financing: why brokers must stay agile

In a landscape defined by rising costs and digital disruption, brokers who embrace technology and tailor gap cover to individual life stages will lead the way.

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Expanding access to compliance training: MBSE launches FICA CPD course in isiXhosa

MBSE’s first CPD course in isiXhosa makes compliance training more accessible with translated material, subtitles, and assessments.

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Updated 1 December 2025

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Updated 1 December 2025

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Time is running out to influence FSCA’s new Risk Return
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